+177.8%
WES vs VT
+53.4%
+124.4%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -12.3% | -2.3% | -10.0% | -10.9% |
| 30D | -10.7% | -5.0% | -5.8% | -7.5% |
| 3M | -13.4% | -4.9% | -8.5% | -10.4% |
| 6M | +0.6% | -1.5% | +2.1% | +1.0% |
| YTD | +9.7% | +8.5% | +1.2% | +1.7% |
| 1Y | +12.5% | +11.4% | +1.1% | +1.9% |
| 3Y | +83.5% | +70.1% | +13.5% | +15.0% |
| All | +177.8% | +53.4% | +124.4% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling